SVB Wealth LLC Has $25.01 Million Stock Holdings in Vanguard Core Bond ETF $VCRB

SVB Wealth LLC boosted its position in shares of Vanguard Core Bond ETF (NASDAQ:VCRB) by 17.4% during the 1st quarter, HoldingsChannel reports. The fund owned 323,211 shares of the company’s stock after buying an additional 47,937 shares during the quarter. Vanguard Core Bond ETF makes up approximately 1.6% of SVB Wealth LLC’s investment portfolio, making the stock its 14th biggest holding. SVB Wealth LLC’s holdings in Vanguard Core Bond ETF were worth $25,010,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. lifted its position in shares of Vanguard Core Bond ETF by 760.0% in the 4th quarter. Geneos Wealth Management Inc. now owns 430 shares of the company’s stock worth $33,000 after acquiring an additional 380 shares during the period. CWM LLC bought a new stake in shares of Vanguard Core Bond ETF during the fourth quarter valued at approximately $46,000. Creative Financial Designs Inc. ADV bought a new stake in shares of Vanguard Core Bond ETF during the fourth quarter valued at approximately $50,000. Steward Partners Investment Advisory LLC acquired a new position in shares of Vanguard Core Bond ETF in the fourth quarter valued at $50,000. Finally, Capital Investment Advisory Services LLC raised its stake in shares of Vanguard Core Bond ETF by 459.1% in the fourth quarter. Capital Investment Advisory Services LLC now owns 738 shares of the company’s stock valued at $58,000 after purchasing an additional 606 shares in the last quarter.

Vanguard Core Bond ETF Stock Down 0.2%

Shares of VCRB stock opened at $76.98 on Tuesday. Vanguard Core Bond ETF has a one year low of $76.13 and a one year high of $79.18. The stock has a fifty day moving average price of $77.13 and a 200 day moving average price of $77.69.

Vanguard Core Bond ETF Increases Dividend

The firm also recently disclosed a dividend, which was paid on Wednesday, June 3rd. Stockholders of record on Monday, June 1st were issued a dividend of $0.2915 per share. The ex-dividend date of this dividend was Monday, June 1st. This is a positive change from Vanguard Core Bond ETF’s previous dividend of $0.29.

About Vanguard Core Bond ETF

The Vanguard Core Bond ETF (VCRB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund actively invests in the broad fixed income space, in seeking to provide total return and a moderate level of income. It primarily holds USD-denominated securities of investment grade rating while maintaining an intermediate dollar-weighted average maturity. VCRB was launched on Nov 29, 2023 and is issued by Vanguard.